以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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POWL
27 atoms · 跨 3 天 · 首见 2026-04-22 · 最近 2026-05-04
三色: 🟦 fact 22 · 🟥 take 5 · stance ▲19/▼1/◆7
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 27
时态: fresh:21 · stale:3 · aging:3
标签: 好数字:18 · 好观点:7 · 好信源:2
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-04 · 默认折叠
POWL 正处于数据中心超级周期的核心位置，第三季度获得了一个价值超过4亿美元的超大规模数据中心订单
¹¹。公司第二季度订单总额达到4.9亿美元，订单出货比为1.7倍
¹¹，显示出强劲的商业势头。作为变电站/高压断路器领域的隐含受益方
¹，POWL 在防御性生产法下具备结构性优势。CEO 预计天然气市场活动也将保持活跃
¹。然而，第二季度每股收益仅为1.25美元，远低于去年同期的3.81美元
¹，同时营收2.966亿美元和毛利润8790万美元均略低于市场预期
¹¹，形成订单暴增与短期盈利疲软之间的核心分歧。
💢 核心分歧 (2 轴)
1. 数据中心算力超级周期 vs 短期交付能力
*topic: 订单需求/供给产能/数据中心算力/营收 · 29 bull vs 4 bear*
🟢 bullish 侧:
- <a id="atom-c80a785787cc1cd1"></a>2026-04-27
X·@wallstengine · 订单积压 · 订单需求 +同日1条
The company’s robust $1.6B backlog
tags: 好数字 · → daily
value: qty=$1.6B
- <a id="atom-df114c64a22a25b0"></a>2026-05-04
X·@wallstengine · Q2 2026 new orders · 订单需求 +同日8条
New Orders: $490M; +97% YoY
tags: 好数字 · → daily
value: qty=$490M · date=Q2 2026
🔴 bearish 侧:
- <a id="atom-2a22da2433c4c0d8"></a>2026-05-04
X·@wallstengine · Petrochemical segment Q2 2026 revenue change YoY · 营收
Petrochemical: Revenue -37% YoY
tags: 好数字 · → daily
value: qty=-37% · date=Q2 2026
展开 4 条中性
- <a id="atom-4b08d130496d1036"></a>2026-05-04
X·@wallstengine · Q2 2026 revenue · 营收
Revenue: $296.6M
tags: 好数字 · → daily
value: qty=$296.6M · date=Q2 2026
2. 毛利率韧性 vs 原材料成本与定价压力
*topic: 毛利率/定价权/供应链 · 2 bull vs 1 bear*
🟢 bullish 侧:
🔴 bearish 侧:
展开 3 条中性
- <a id="atom-b70aeef923fbe138"></a>2026-05-04
X·@wallstengine · Q2 2026 gross margin · 毛利率
Gross Margin: 29.6%
tags: 好数字 · → daily
value: qty=29.6% · date=Q2 2026
🟦 客观事实 (facts) (30)
🟥 多头 takes (bullish) (2)
- <a id="atom-65039b10a51377fa"></a>🟥 2026-04-22
X·@aleabitoreddit [老化中] · 防御生产法隐含受益方 · 受益标的
Substations & High-Voltage Circuit Breakers: $POWL - substations/switchgear
tags: 好观点 · → daily
📷 原图
🟦 新闻流 (squawk · 26)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-4b08d130496d1036"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 revenue · 营收
Revenue: $296.6M
tags: 好数字 · → daily
value: qty=$296.6M · date=Q2 2026
- <a id="atom-c9ec5b51d3d6229a"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 EPS · 盈利能力
EPS: $1.25
tags: 好数字 · → daily
value: qty=$1.25 · date=Q2 2026
- <a id="atom-df114c64a22a25b0"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 new orders · 订单需求
New Orders: $490M; +97% YoY
tags: 好数字 · → daily
value: qty=$490M · date=Q2 2026
- <a id="atom-9da7b4f85fadc726"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 backlog · 订单需求
Backlog: $1.8B; +33% YoY
tags: 好数字 · → daily
value: qty=$1.8B · date=Q2 2026
- <a id="atom-68c2bf58dd9e4027"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 book-to-bill ratio · 订单需求
Book-to-Bill: 1.7x
tags: 好数字 · → daily
value: qty=1.7x · date=Q2 2026
- <a id="atom-50aa66de97729756"></a>🟦 2026-05-04
X·@wallstengine · mega data center order after Q2 2026 · 订单需求
Mega Data Center Order after quarter-end: $400M+
tags: 好数字 · → daily
value: qty=$400M+ · date=after Q2 2026
- <a id="atom-4e5c6420b8294721"></a>🟦 2026-05-04
X·@wallstengine · Commercial & Other Industrial segment Q2 2026 revenue change YoY · 营收/订单需求
Commercial & Other Industrial: Revenue +35% YoY
tags: 好数字 · → daily
value: qty=+35% · date=Q2 2026
- <a id="atom-86e8b28ad742b6e2"></a>🟦 2026-05-04
X·@wallstengine · Electric Utility segment Q2 2026 revenue change YoY · 营收
Electric Utility: Revenue +14% YoY
tags: 好数字 · → daily
value: qty=+14% · date=Q2 2026
- <a id="atom-70ef909ee7956252"></a>🟦 2026-05-04
X·@wallstengine · Oil & Gas segment Q2 2026 revenue change YoY · 营收
Oil & Gas: Revenue +11% YoY
tags: 好数字 · → daily
value: qty=+11% · date=Q2 2026
- <a id="atom-2a22da2433c4c0d8"></a>🟦 2026-05-04
X·@wallstengine · Petrochemical segment Q2 2026 revenue change YoY · 营收
Petrochemical: Revenue -37% YoY
tags: 好数字 · → daily
value: qty=-37% · date=Q2 2026
- <a id="atom-e386bacb1d286bb2"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 gross profit · 盈利能力
Gross Profit: $87.9M; +5% YoY
tags: 好数字 · → daily
value: qty=$87.9M · date=Q2 2026
- <a id="atom-b70aeef923fbe138"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 gross margin · 毛利率
Gross Margin: 29.6%
tags: 好数字 · → daily
value: qty=29.6% · date=Q2 2026
- <a id="atom-5bca3d1894c958a8"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 net income · 盈利能力
Net Income: $45.9M
tags: 好数字 · → daily
value: qty=$45.9M · date=Q2 2026
- <a id="atom-8e76f93f2352f69e"></a>🟦 2026-05-04
X·@wallstengine · Q2 2026 cash and short-term investments · 现金流
Cash & Short-Term Investments: $545M
tags: 好数字 · → daily
value: qty=$545M · date=Q2 2026
- <a id="atom-b497fafa1aee8628"></a>🟦 2026-05-04
X·@wallstengine · stock split effective date · 股价动态
3-for-1 forward split effective Apr. 2, 2026
tags: 好数字 · → daily
value: date=Apr. 2, 2026
- <a id="atom-1cf3546659bc3b1a"></a>🟦 2026-05-04
X·@wallstengine · CEO statement on commercial momentum · 管理层表态/订单需求
'The commercial momentum we observed to start the fiscal year continued throughout the second quarter, driving a well-balanced and strong order total of $490 million which led to a 1.7x book-to-bill ratio.'
tags: 好观点 · → daily
- <a id="atom-d1976e436c43cd26"></a>🟦 2026-05-04
X·@wallstengine · CEO statement on mega data center order after Q2 · 管理层表态/订单需求
'That momentum has continued into our fiscal third quarter as evidenced by the mega data center order we were awarded after the fiscal second quarter-end with a value in excess of $400 million – the largest order in Powell history.'
tags: 好观点 · → daily
- <a id="atom-3aa878b9371a793e"></a>🟦 2026-05-04
X·@wallstengine · CEO statement on market activity · 管理层表态
'Market activity across each of our core markets remains favorable.'
tags: 好观点 · → daily
- <a id="atom-a16358c0ba538da8"></a>🟥 2026-04-27
X·@wallstengine [老旧] · 评级 · 评级目标价
JPMorgan Initiates $POWL at Overweight, PT $310
tags: 好信源 · → daily
value: qty=Overweight
- <a id="atom-d717a06b5a452ee2"></a>🟦 2026-04-27
X·@wallstengine [老旧] · 目标价 · 评级目标价
JPMorgan Initiates $POWL at Overweight, PT $310
tags: 好数字 · → daily
value: qty=$310
- <a id="atom-d4d68a8ae00c6b20"></a>🟥 2026-04-27
X·@wallstengine [老化中] · POWL描述 · 竞争格局
Powell is a dynamic leader in custom-engineered electrical distribution, control, and safety equipment
tags: 好观点 · → daily
- <a id="atom-c80a785787cc1cd1"></a>🟦 2026-04-27
X·@wallstengine · 订单积压 · 订单需求
The company’s robust $1.6B backlog
tags: 好数字 · → daily
value: qty=$1.6B
- <a id="atom-9ab92c04990a0140"></a>🟥 2026-04-27
X·@wallstengine · 营收展望 · 营收预测
exposure to megatrends like AI, automation, and electrification position it for sustained growth
tags: 好观点 · → daily
- <a id="atom-6f2bd749467db959"></a>🟦 2026-04-27
X·@wallstengine [老化中] · 运营评价 · 供给产能
Our Houston site visit confirmed Powell’s manufacturing excellence and disciplined operations
tags: 好信源 · → daily
- <a id="atom-4f1e3fda5d041893"></a>🟦 2026-04-27
X·@wallstengine · 股价表现 · 价格动态
shares increasing roughly +140% year-to-date and +310% over the past year
tags: 好数字 · → daily
value: qty=+140% year-to-date, +310% over the past year
- <a id="atom-6a51268e0cc98f14"></a>🟥 2026-04-27
X·@wallstengine [老旧] · 估值判断 · 估值
we continue to see upside to the current valuation, resulting in a positive risk/reward profile
tags: 好观点 · → daily
⏱ 时间轴 (近 20)
- 🟦 2026-05-04 ·
fact · Q2 2026 revenue · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 EPS · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 new orders · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 backlog · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 book-to-bill ratio · → daily
- 🟦 2026-05-04 ·
fact · mega data center order after Q2 2026 · → daily
- 🟦 2026-05-04 ·
fact · Commercial & Other Industrial segment Q2 2026 revenue change · → daily
- 🟦 2026-05-04 ·
fact · Electric Utility segment Q2 2026 revenue change YoY · → daily
- 🟦 2026-05-04 ·
fact · Oil & Gas segment Q2 2026 revenue change YoY · → daily
- 🟦 2026-05-04 ·
fact · Petrochemical segment Q2 2026 revenue change YoY · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 gross profit · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 gross margin · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 net income · → daily
- 🟦 2026-05-04 ·
fact · Q2 2026 cash and short-term investments · → daily
- 🟦 2026-05-04 ·
fact · stock split effective date · → daily
- 🟦 2026-05-04 ·
fact · CEO statement on commercial momentum · → daily
- 🟦 2026-05-04 ·
fact · CEO statement on mega data center order after Q2 · → daily
- 🟦 2026-05-04 ·
fact · CEO statement on market activity · → daily
- 🟥 2026-04-27 ·
position · 评级 · → daily
- 🟦 2026-04-27 ·
position · 目标价 · → daily
← 实体目录 · 系统日志
